AssetMark
Turnkey asset management and technology platform for independent advisers.
assetmark.comAssetMark offers advisers a wealth platform with portfolio construction, research, investment management, tax management, direct indexing and retirement services. It serves independent advisers, RIAs, enterprises and bank trust departments.
GTCR bought AssetMark in a roughly $2.7 billion take-private that closed in September 2024. Its subsidiaries include Adhesion Wealth.
What it does
- Turnkey portfolios
- Technology platform
- Direct indexing
- Tax management
- Retirement services
Coverage
- High-net-worth clients want more than portfolios, AssetMark study confirms
InvestmentNews, Nov 2
- AssetMark Research Finds Gaps In Private Wealth Services
Wealth Solutions Report, Nov 2
- AssetMark Launches Private Wealth Program for Advisors
WealthManagement.com, Nov 2
Others in TAMPs and models
All TAMPs and models vendors- Adhesion WealthAssetMark-owned unified managed account platform with outsourced trading.
- EnvestnetWealth technology and managed-account platform, owned by a Bain Capital-led group.
- GeoWealthChicago TAMP and software provider with a model marketplace and private-markets models.
- Orion Portfolio SolutionsOrion's open-architecture TAMP, including the Brinker Capital Investments strategies.
- Focus Advisor SolutionsFocus Financial's service TAMP, formerly Buckingham Strategic Partners.
- SEI (advisor solutions)SEI's technology, custody and investment services for independent advisers.